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Walmart Inc

2,512 hedge funds and large institutions have $124B invested in Walmart Inc in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,079 increasing their positions, 826 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 78

31% more repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 826

10% more funds holding

Funds holding: 2,2922,512 (+220)

8% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.3B

4% more capital invested

Capital invested by funds: $119B → $124B (+$4.26B)

0.25% more ownership

Funds ownership: 90.5%90.75% (+0.25%)

8% less funds holding in top 10

Funds holding in top 10: 120111 (-9)

Holders
2,512
Holders Change
+220
Holders Change %
+9.6%
% of All Funds
44.44%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.96%
New
331
Increased
1,079
Reduced
826
Closed
78
Calls
$3.56B
Puts
$3.3B
Net Calls
+$261M
Net Calls Change
-$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
TA
526
TruWealth Advisors
Louisiana
$8.42M +$8.51M +175,203 New
EWM
527
Edge Wealth Management
New York
$8.41M -$820K -16,887 -9%
LPT
528
Legacy Private Trust
Wisconsin
$8.4M -$407K -8,379 -5%
WAS
529
Wealth Advisory Solutions
Indiana
$8.31M +$36.3K +747 +0.4%
SWM
530
Segment Wealth Management
Texas
$8.3M -$404K -8,325 -5%
SGK
531
Steigerwald Gordon & Koch
Virginia
$8.29M +$698K +14,379 +9%
SCM
532
SKBA Capital Management
California
$8.27M -$3.08M -63,450 -27%
FMC
533
First Merchants Corp
Indiana
$8.23M -$130K -2,685 -2%
TAIM
534
Te Ahumairangi Investment Management
New Zealand
$8.22M +$58.3K +1,200 +0.7%
CHC
535
City Holding Co
West Virginia
$8.2M -$234K -4,815 -3%
S
536
Seeyond
France
$8.18M -$102K -2,094 -1%
TCM
537
Twin Capital Management
Pennsylvania
$8.16M -$2.28M -47,019 -22%
PSUF
538
People's United Financial
Connecticut
$8.16M -$685K -14,106 -8%
PGIM
539
Pacific Global Investment Management
California
$8.15M +$122K +2,514 +2%
BFEC
540
Benjamin F. Edwards & Company
Missouri
$8.09M -$26.7K -549 -0.3%
FLPIM
541
F.L. Putnam Investment Management
Massachusetts
$8.08M +$310K +6,387 +4%
GP
542
Greenline Partners
New York
$8.08M -$303K -6,234 -4%
CM
543
Churchill Management
California
$8.06M -$408K -8,412 -5%
DC
544
Davenport & Co
Virginia
$8.04M +$1.01M +20,790 +14%
CCG
545
Cypress Capital Group
Florida
$7.98M +$515K +10,596 +7%
PP
546
Paloma Partners
Connecticut
$7.96M -$17M -349,620 -68%
CB
547
Cadence Bank
Mississippi
$7.95M +$231K +4,758 +3%
Jones Financial Companies
548
Jones Financial Companies
Missouri
$7.92M -$176K -3,627 -2%
GFG
549
Greystone Financial Group
Michigan
$7.87M +$7.91M +162,813 New
EIP
550
Easterly Investment Partners
Massachusetts
$7.86M -$59.2M -1,219,347 -88%

WMT Hedge Fund Activity: Q4 2020 in Review

2,512 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2020, worth a combined $124B — up 3.6% from $119B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new WMT positions and 78 closed out — a net gain of 253 holders — while 1,079 added to existing stakes and 826 trimmed.

The largest buyer was Jane Street, adding an estimated $287M. The largest seller was State Street, cutting an estimated $453M.

  • 2,512 institutional investors held Walmart Inc (WMT) as of Q4 2020, up from 2,292 in Q3 2020.
  • Funds reported $124B of Walmart Inc stock for Q4 2020, up 3.6% quarter-over-quarter.
  • 331 funds opened new Walmart Inc positions in Q4 2020 and 78 closed out, a net change of +253 holders.
  • The largest Walmart Inc buyer in Q4 2020 was Jane Street, an estimated $287M added.
  • The largest Walmart Inc seller in Q4 2020 was State Street, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2020.